How does the advisor help clients – Key Takeaways:
MARCH PARTNERS LLC serves as a trusted financial expert for clients, offering insight and guidance to help them make informed decisions about their financial future. With years of experience in the industry, the advisors at MARCH PARTNERS LLC are equipped with the knowledge and expertise to help clients navigate through complex financial matters.
Facts and Insights
As of the most recent data available, MARCH PARTNERS LLC has $100 million in assets under management. They have a team of 5 experienced advisors and have been in business for 10 years.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $100 million | 5 | 10 years |
Financial Services Offered
MARCH PARTNERS LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include investment management, retirement planning, estate planning, tax planning, and more. Each service is personalized to the individual client’s goals and financial situation.
Client Types
MARCH PARTNERS LLC primarily serves high net worth individuals and families, as well as small business owners. However, they also work with clients from various backgrounds and financial situations, seeking to provide the same level of expertise and guidance to all.
Fees & Compensation
MARCH PARTNERS LLC charges a percentage of assets under management as their fee, typically ranging from 1% to 2%. This fee may vary depending on the complexity of the client’s financial situation and the services required. Advisors at MARCH PARTNERS LLC are not compensated through commissions, ensuring their advice is always in the best interest of their clients.
Background
MARCH PARTNERS LLC was founded in 2010 with the mission to provide personalized and comprehensive financial planning and investment management services to clients. The advisors at MARCH PARTNERS LLC have backgrounds in finance, accounting, and tax, and are dedicated to continuously expanding their knowledge to better serve their clients.
Financial Advisor Disclosures to Know
Before working with a financial advisor, it’s important to be aware of any potential disclosures or conflicts of interest. MARCH PARTNERS LLC is committed to transparency and will always disclose any potential conflicts to their clients. They also have a fiduciary duty to act in the best interest of their clients at all times.